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[Form 5] FACTSET RESEARCH SYSTEMS INC Annual Statement of Beneficial Ownership

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
5

The filing is a Form 5 from an officer of FactSet Research Systems Inc. (FDS) reporting annual Section 16 changes for the fiscal year ended 08/31/2025. It lists a sequence of small, routine acquisitions of common stock made under the company’s Employee Stock Purchase Plan (including dividend reinvestment), executed between 09/19/2024 and 06/18/2025. The report shows the reporting person held 4,453.551 shares of FactSet common stock at the end of the fiscal year. Transactions were reported as purchases under the ESPP; no derivative transactions or disposals are shown. The form is signed by an attorney-in-fact and contains explanatory remarks that the shares were acquired via the ESPP and dividend reinvestment.

Il deposito è un Form 5 da un ufficiale di FactSet Research Systems Inc. (FDS) che riporta i cambiamenti annuali della Sezione 16 per l’anno fiscale terminato il 31/08/2025. Elenca una sequenza di piccole acquisizioni ordinarie di azioni ordinarie effettuate nell’ambito del piano di acquisto di azioni per dipendenti della società (incluso il reinvestimento dei dividendi), eseguite tra il 19/09/2024 e il 18/06/2025. Il rapporto mostra che la persona riportante detenesse 4.453,551 azioni ordinarie di FactSet alla fine dell’anno fiscale. Le transazioni sono state riportate come acquisti nell’ambito dell’ESPP; non sono mostrati derivati o dismissioni. Il modulo è firmato da un procuratore e contiene osservazioni esplicative che indicano che le azioni sono state acquisite tramite l’ESPP e reinvestimento dei dividendi.

El filing es un Formulario 5 de un funcionario de FactSet Research Systems Inc. (FDS) que reporta cambios anuales de la Sección 16 para el año fiscal terminado el 31/08/2025. Enumera una secuencia de pequeñas adquisiciones rutinarias de acciones comunes realizadas bajo el plan de compra de acciones para empleados de la empresa (incluido el reinversión de dividendos), ejecutadas entre el 19/09/2024 y el 18/06/2025. El informe muestra que la persona informante poseía 4.453,551 acciones comunes de FactSet al cierre del año fiscal. Las transacciones se reportaron como compras bajo el ESPP; no se muestran transacciones derivadas ni disposiciones. El formulario está firmado por un apoderado y contiene observaciones explicativas de que las acciones fueron adquiridas a través del ESPP y del reinvestimiento de dividendos.

해당 제출서는 FactSet Research Systems Inc. (FDS)의 임원이 작성한 Form 5로서, 회계연도 말일 2025/08/31에 종료되는 연간 제16조 변경 사항을 보고합니다. 이는 회사의 직원 주식구매계획(주주 배당 재투자 포함)하에 수행된 소액의 일상적 일반주식 매입의 연속을 나열하며, 2024/09/19부터 2025/06/18 사이에 실행되었습니다. 보고서는 보고자(제출자)가 회계연도 말에 FactSet 일반주식 4,453.551주를 보유하고 있었다고 표시합니다. 거래는 ESPP 하의 매입으로 보고되었으며 파생거래나 처분은 표시되지 않습니다. 이 양식은 대리인이 서명했고 ESPP 및 배당 재투자를 통해 주식을 취득했다는 설명이 포함되어 있습니다.

Le dossier est un Formulaire 5 d’un officier de FactSet Research Systems Inc. (FDS) qui rapporte les changements annuels de la Section 16 pour l’exercice se terminant le 31/08/2025. Il répertorie une série de petites acquisitions ordinaires d’actions ordinaires effectuées dans le cadre du plan d’achat d’actions pour les employés de l’entreprise (y compris la réinvestissement des dividendes), réalisées entre le 19/09/2024 et le 18/06/2025. Le rapport indique que la personne déclarant détenait 4,453,551 actions ordinaires de FactSet à la fin de l’exercice. Les transactions ont été déclarées comme des achats dans le cadre de l’ESPP; aucune transaction dérivée ni cession n’est indiquée. Le formulaire est signé par un mandataire et contient des remarques explicatives indiquant que les actions ont été acquises via l’ESPP et le réinvestissement des dividendes.

Die Einreichung ist ein Formular 5 von einem Beamten von FactSet Research Systems Inc. (FDS), der jährliche Änderungen gemäß Abschnitt 16 für das Geschäftsjahr mit dem Abschluss am 31.08.2025 meldet. Es listet eine Reihe kleiner, routinemäßiger Zukäufe von Stammaktien auf, die im Rahmen des Unternehmens-Employee Stock Purchase Plan (einschließlich Dividenden-Reinvestitionen) getätigt wurden, ausgeführt zwischen dem 19.09.2024 und dem 18.06.2025. Der Bericht zeigt, dass die meldende Person zum Ende des Geschäftsjahres 4.453,551 FactSet-Stammaktien besaß. Transaktionen wurden als Käufe unter dem ESPP gemeldet; keine Derivate oder Veräußerungen sind aufgeführt. Das Formular ist von einem Bevollmächtigten unterzeichnet und enthält erläuternde Anmerkungen, dass die Aktien über den ESPP und die Dividendens reinvestition erworben wurden.

التقديم هو نموذج 5 من ضابط في FactSet Research Systems Inc. (FDS) يفيد بتغييرات القسم 16 السنوية للعام المالي المنتهي في 31/08/2025. يسرد تسلسلًا من عمليات acquisitions صغيرة وروتينية لأسهم عادية تمت بموجب خطة شراء أسهم الموظفين للشركة (بما في ذلك إعادة استثمار الأرباح)، والتي تم تنفيذها بين 19/09/2024 و18/06/2025. يظهر التقرير أن الشخص المبلغ امتلك 4.453,551 أسهم عادية من أسهم FactSet في نهاية السنة المالية. جرى الإبلاغ عن المعاملات كمشتريات بموجب ESPP؛ لا تظهر معاملات مشتقة أو تصرفات. وقع النموذج بواسطة وكيل ذو سلطة ويحتوي على ملاحظات تشرح أن الأسهم قد اكتُتَسبت عبر ESPP وإعادة استثمار الأرباح.

该申报是 FactSet Research Systems Inc. (FDS) 一名官员提交的 Form 5,报告截至 2025/08/31 财年的第16条年度变动。其列出在公司员工股票购买计划(包括股息再投资)下进行的一系列少量、日常的普通股买入,时间介于 2024/09/192025/06/18 之间。报告显示在财年末,该申报人持有 4,453,551 股 FactSet 普通股。交易被报告为在 ESPP 下的购买;未显示衍生交易或处置。该表格由代理人签署,且包含解释性说明,表明股票是通过 ESPP 及股息再投资取得的。

Positive
  • None.
Negative
  • None.

Il deposito è un Form 5 da un ufficiale di FactSet Research Systems Inc. (FDS) che riporta i cambiamenti annuali della Sezione 16 per l’anno fiscale terminato il 31/08/2025. Elenca una sequenza di piccole acquisizioni ordinarie di azioni ordinarie effettuate nell’ambito del piano di acquisto di azioni per dipendenti della società (incluso il reinvestimento dei dividendi), eseguite tra il 19/09/2024 e il 18/06/2025. Il rapporto mostra che la persona riportante detenesse 4.453,551 azioni ordinarie di FactSet alla fine dell’anno fiscale. Le transazioni sono state riportate come acquisti nell’ambito dell’ESPP; non sono mostrati derivati o dismissioni. Il modulo è firmato da un procuratore e contiene osservazioni esplicative che indicano che le azioni sono state acquisite tramite l’ESPP e reinvestimento dei dividendi.

El filing es un Formulario 5 de un funcionario de FactSet Research Systems Inc. (FDS) que reporta cambios anuales de la Sección 16 para el año fiscal terminado el 31/08/2025. Enumera una secuencia de pequeñas adquisiciones rutinarias de acciones comunes realizadas bajo el plan de compra de acciones para empleados de la empresa (incluido el reinversión de dividendos), ejecutadas entre el 19/09/2024 y el 18/06/2025. El informe muestra que la persona informante poseía 4.453,551 acciones comunes de FactSet al cierre del año fiscal. Las transacciones se reportaron como compras bajo el ESPP; no se muestran transacciones derivadas ni disposiciones. El formulario está firmado por un apoderado y contiene observaciones explicativas de que las acciones fueron adquiridas a través del ESPP y del reinvestimiento de dividendos.

해당 제출서는 FactSet Research Systems Inc. (FDS)의 임원이 작성한 Form 5로서, 회계연도 말일 2025/08/31에 종료되는 연간 제16조 변경 사항을 보고합니다. 이는 회사의 직원 주식구매계획(주주 배당 재투자 포함)하에 수행된 소액의 일상적 일반주식 매입의 연속을 나열하며, 2024/09/19부터 2025/06/18 사이에 실행되었습니다. 보고서는 보고자(제출자)가 회계연도 말에 FactSet 일반주식 4,453.551주를 보유하고 있었다고 표시합니다. 거래는 ESPP 하의 매입으로 보고되었으며 파생거래나 처분은 표시되지 않습니다. 이 양식은 대리인이 서명했고 ESPP 및 배당 재투자를 통해 주식을 취득했다는 설명이 포함되어 있습니다.

Le dossier est un Formulaire 5 d’un officier de FactSet Research Systems Inc. (FDS) qui rapporte les changements annuels de la Section 16 pour l’exercice se terminant le 31/08/2025. Il répertorie une série de petites acquisitions ordinaires d’actions ordinaires effectuées dans le cadre du plan d’achat d’actions pour les employés de l’entreprise (y compris la réinvestissement des dividendes), réalisées entre le 19/09/2024 et le 18/06/2025. Le rapport indique que la personne déclarant détenait 4,453,551 actions ordinaires de FactSet à la fin de l’exercice. Les transactions ont été déclarées comme des achats dans le cadre de l’ESPP; aucune transaction dérivée ni cession n’est indiquée. Le formulaire est signé par un mandataire et contient des remarques explicatives indiquant que les actions ont été acquises via l’ESPP et le réinvestissement des dividendes.

Die Einreichung ist ein Formular 5 von einem Beamten von FactSet Research Systems Inc. (FDS), der jährliche Änderungen gemäß Abschnitt 16 für das Geschäftsjahr mit dem Abschluss am 31.08.2025 meldet. Es listet eine Reihe kleiner, routinemäßiger Zukäufe von Stammaktien auf, die im Rahmen des Unternehmens-Employee Stock Purchase Plan (einschließlich Dividenden-Reinvestitionen) getätigt wurden, ausgeführt zwischen dem 19.09.2024 und dem 18.06.2025. Der Bericht zeigt, dass die meldende Person zum Ende des Geschäftsjahres 4.453,551 FactSet-Stammaktien besaß. Transaktionen wurden als Käufe unter dem ESPP gemeldet; keine Derivate oder Veräußerungen sind aufgeführt. Das Formular ist von einem Bevollmächtigten unterzeichnet und enthält erläuternde Anmerkungen, dass die Aktien über den ESPP und die Dividendens reinvestition erworben wurden.

SEC Form 5
FORM 5 UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

ANNUAL STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940
OMB APPROVAL
OMB Number: 3235-0362
Estimated average burden
hours per response: 1.0
Check this box if no longer subject to Section 16. Form 4 or Form 5 obligations may continue. See Instruction 1(b).
Form 3 Holdings Reported.
Form 4 Transactions Reported.
1. Name and Address of Reporting Person*
Skoko Goran

(Last) (First) (Middle)
C/O FACTSET RESEARCH SYSTEMS INC.
45 GLOVER AVENUE

(Street)
NORWALK CT 06850

(City) (State) (Zip)
2. Issuer Name and Ticker or Trading Symbol
FACTSET RESEARCH SYSTEMS INC [ FDS ]
5. Relationship of Reporting Person(s) to Issuer
(Check all applicable)
Director 10% Owner
X Officer (give title below) Other (specify below)
EVP, Chief Revenue Officer
3. Statement for Issuer's Fiscal Year Ended (Month/Day/Year)
08/31/2025
4. If Amendment, Date of Original Filed (Month/Day/Year)
6. Individual or Joint/Group Filing (Check Applicable Line)
X Form filed by One Reporting Person
Form filed by More than One Reporting Person
Table I - Non-Derivative Securities Acquired, Disposed of, or Beneficially Owned
1. Title of Security (Instr. 3) 2. Transaction Date (Month/Day/Year) 2A. Deemed Execution Date, if any (Month/Day/Year) 3. Transaction Code (Instr. 8) 4. Securities Acquired (A) or Disposed Of (D) (Instr. 3, 4 and 5) 5. Amount of Securities Beneficially Owned at end of Issuer's Fiscal Year (Instr. 3 and 4) 6. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 7. Nature of Indirect Beneficial Ownership (Instr. 4)
Amount (A) or (D) Price
Common Stock 09/19/2024 J 3.84(1) A $469.48 4,388.301 D
Common Stock 12/19/2024 J 3.81(1) A $489.73 4,392.111 D
Common Stock 02/28/2025 J 34.31(2) A $392.48 4,426.421 D
Common Stock 03/20/2025 J 4.42(1) A $430.93 4,430.841 D
Common Stock 05/30/2025 J 17.92(2) A $389.38 4,448.761 D
Common Stock 06/18/2025 J 4.79(1) A $425.04 4,453.551 D
Table II - Derivative Securities Acquired, Disposed of, or Beneficially Owned
(e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 3) 2. Conversion or Exercise Price of Derivative Security 3. Transaction Date (Month/Day/Year) 3A. Deemed Execution Date, if any (Month/Day/Year) 4. Transaction Code (Instr. 8) 5. Number of Derivative Securities Acquired (A) or Disposed of (D) (Instr. 3, 4 and 5) 6. Date Exercisable and Expiration Date (Month/Day/Year) 7. Title and Amount of Securities Underlying Derivative Security (Instr. 3 and 4) 8. Price of Derivative Security (Instr. 5) 9. Number of derivative Securities Beneficially Owned Following Reported Transaction(s) (Instr. 4) 10. Ownership Form: Direct (D) or Indirect (I) (Instr. 4) 11. Nature of Indirect Beneficial Ownership (Instr. 4)
(A) (D) Date Exercisable Expiration Date Title Amount or Number of Shares
Explanation of Responses:
1. Shares acquired through dividend reinvestment purchases under the FactSet Research Systems Inc. Employee Stock Purchase Plan.
2. Reflects the acquisition of shares pursuant to the FactSet Research Systems Inc. Employee Stock Purchase Plan.
Remarks:
/s/ WINNIFRED LEWIS, Attorney in Fact for Goran Skoko 10/07/2025
** Signature of Reporting Person Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 4 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.

FAQ

What does the FDS Form 5 filed for 08/31/2025 report?

The filing reports that an officer acquired shares under the Employee Stock Purchase Plan and held 4,453.551 shares at fiscal-year end.

How were the FactSet (FDS) shares obtained by the reporting person?

Shares were acquired through the Employee Stock Purchase Plan, including purchases funded by dividend reinvestment.

What is the time span of the transactions reported on the Form 5?

The reported purchases occurred between 09/19/2024 and 06/18/2025.

Were any derivative securities or disposals reported on this Form 5 for FDS?

No. Table II shows no derivative transactions and Table I shows only acquisitions; there are no disposals reported.

Who signed the Form 5 for the reporting person?

The form was signed by Winnifred Lewis, Attorney in Fact for Goran Skoko on 10/07/2025.
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